Plan Group Financial, LLC Ishares Tr Core Aggressive All Transaction History
Plan Group Financial, LLC
- $187 Million
- Q3 2024
A detailed history of Plan Group Financial, LLC transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Plan Group Financial, LLC holds 26,598 shares of AOA stock, worth $2.05 Million. This represents 1.12% of its overall portfolio holdings.
Number of Shares
26,598
Previous 26,834
0.88%
Holding current value
$2.05 Million
Previous $2.01 Million
4.59%
% of portfolio
1.12%
Previous 1.24%
Shares
5 transactions
Others Institutions Holding AOA
# of Institutions
339Shares Held
8.21MCall Options Held
0Put Options Held
0-
North Star Asset Management LLC /Nj/ Hackettstown, NJ2.19MShares$169 Million1.48% of portfolio
-
Rockefeller Capital Management L.P. New York, NY515KShares$39.6 Million0.11% of portfolio
-
Assetmark, Inc276KShares$21.2 Million0.06% of portfolio
-
Cambridge Investment Research Advisors, Inc.192KShares$14.8 Million0.05% of portfolio
-
Mesirow Financial Investment Management, Inc.159KShares$12.2 Million0.25% of portfolio